In an increasingly complex and regulated environment, our depth of knowledge and experience in the management and compliance of self-managed superannuation funds allow us to provide tailored solutions and bespoke tax-effective strategies to maximise the benefits from your superannuation plan in each of the accumulation, retirement and estate planning phases.
At Green & Sternfeld, our Business Advisory, Audit Assurance and Taxation teams collaborate with independent Financial Planners and Wealth Managers to provide integrated solutions to ensure that your superannuation is in the safest possible care and help secure your financial future.
Our specialist services include:
- Establishment of self-managed superannuation funds
- Administration of self-managed superannuation funds
- Assistance with trustee company acquisition
- Variation of existing self-managed superannuation fund trust deed
- Preparation of financial statements, income tax returns and regulatory returns
- Preparation of Business and Instalment Activity Statements
- Audit of self-managed superannuation funds
- Retirement planning
- Pension establishment and administration